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NAPEO's CFO & Payroll Seminar

2024 CFO & Payroll Seminar
July 23-24, 2024
Louisville Marriott Downtown
Louisville, KY

NAPEO's 2024 CFO & Payroll Seminar will be in Louisville, Kentucky on July 23-24! Sessions will include accounting and financial practical insight from the experts which CFO types can apply to successfully managing their PEO’s finances and operations during the CFO track. At the same time as the CFO track, PEO payroll attendees will have their own track with practical advice on what is happening on the PEO payroll front.  The group will come together for general sessions, the roundtables, and all networking functions.

More information forthcoming!

Who Should Attend?

  • CFOs, Controllers, VPs/Directors of Finance or Accounting
  • Senior managers or department heads with accounting and finance responsibility
  • PEO payroll professionals 
  • Accountants/financial advisors to PEOs
  • PEO owners/presidents

Here's what you missed in 2023:

Wednesday, July 19, 2023

9:00am – 1:00pm

PEO University: Finance & Accounting
(separate registration & fee required, light breakfast & lunch served)

Sponsored by BLR, G-P (Globalization Partners), isolved Network, Libertate Insurance LLC, and Slavic401k

10:00am - 1:00pm

Accounting Practices Committee Meeting*

12:00pm – 6:00pm

Registration Open
Sponsored by Fisher Phillips

1:00pm - 1:15pmWelcome & Introduction
Pat Cleary, President and CEO, NAPEO

1:15pm -2:30pm

Opening Keynote Session:
"Optimizing Cash Flow Management and Streamlining Payments: A Dive into Future Payment Trends and Efficient Solutions"
Kevin Olsen, Payments Professor

Sponsored by GP (Globalization Partners) and Slavic401k

2:30pm - 3:30pm

CFO & Payroll Breakout Sessions

  • CFO: Finding & Retaining Talent in Your Finance/Accounting Team
    Wendy Katz, CFO, Questco
    Rina Henning, Director of Campus Recruiting
    Tina Vigoa, Director of Recruiting, McHenry Consulting

  • Payroll: Payroll Funding: Employees and Your Clients
    Steven Ott, Vice President of Business Development, Payroll Funding
    Lisa Petrovich, Director of Payroll, Operations, InTANDEM HR
    Jenny Smith, Vice President, Accounting and Finances, eEmployers Solutions
    Tate Hackert, President, ZayZoon

3:30pm – 4:00pm

Networking Break
Sponsored by Ameritas, Notice Ninja, Inc, Safeguard Global, and ThinkWare Corporation

4:00pm – 5:15pm

CFO & Payroll Breakout Sessions

  • CFO: Excessive Fee Lawsuits, Hot Button DOL and IRS Audit Issues and other 401(k) Things that Go Bump in the Night: What to Expect and Practical Tips to Get Prepared 
    Roger J. Rovell, J.D., LL.M., Partner, BKS Retirement Services
    Todd Matheny, CFO, Vice President- Finance, Syndeo
    Matt Munn, Managing Director, UHY

  • Payroll: Business Continuity Exercise: What would you do?
    Jenna Marceau, Chief Information Officer, Synedo
    John Torres, Senior Vice President, CitiBank
    Corey Hookstra, President, eEmployers Solutions

6:15pm - 10:30pm


Evening Event
Kings Bowling
Sponsored by GP (Globalization Partners), Slavic401k and PrismHR

Bus transportation to the venue will be provided; please meet in lobby at 5:45pm to load buses; shuttle will leave hotel at 6:00pm EST. 

Thursday, July 20, 2023

8:30am - 9:15am


Breakfast & Roundtable Discussions

Sponsored by AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., isolved Network, Fisher Phillips, Gallagher | Formerly Stonehenge Insurance Solutions, and Risk Transfer, A Gallagher Company

9:15am – 10:15am

Keynote Session:
ERTC and Federal Government Update 
Michael Hadley, Partner, Davis & Harman 
Thom Stohler, VP Federal Government Affairs, NAPEO

Sponsored by GP (Globalization Partners), and Slavic401k

10:15am – 10:45am

Networking Break
Sponsored by McHenry Consulting, Tabulera, Inc., and Transamerica

10:45am – 11:45am

CFO & Payroll Breakout Sessions

  • CFO: Results of the Financial Ratio & Operating Statistics Survey
    Scott Hackworth, President, Industry Insights Inc.
    Wendy Katz, CFO, Questco
    Todd Matheny, CFO/Vice President- Finance, Syndeo

  • Payroll: Leveraging Your Team
    Karena McCafferty, Director of Payroll and Timekeeping, LandrumHR
    Randy Wadle, Senior Vice President, PrismHR
    Lisa Petrovich, Director of Payroll Operations, InTANDEM Human Resources

11:45am – 12:45pm

CFO & Payroll Breakout Sessions

  • CFO: Managing the PEO Treasury Function in the Current Financial Environment 
    Jean Goldstein, Principal, PEO Advisory Services
    Johnathan Taylor, Vice President & CFO, LandrumHR
    John Torres, Senior Vice President, CitiBank

  • Payroll: Payroll and State Compliance
    Jo McClure, Director of Payroll Administration, Axcet HR Solutions
    Sheldon Blumling, Partner, Fisher Phillips

12:45pm – 2:00pm

Networking Lunch

Sponsored by AmWINS Specialty Casualty Solutions, LLC, Citibank, N.A., isolved Network, Fisher Phillips, Gallagher | Formerly Stonehenge Insurance Solutions, and Risk Transfer, A Gallagher Company

Questions about the conference?
Contact Connie Samuels, Director of Events and Education, at or (703) 739-8174.

Interested in sponsorships?
Contact Nancy Benoudiz, Director of Service Partner Accounts, at or (703) 739-8169.



NAPEO Thanks Its 2023 CFO & Payroll Seminar Sponsors!



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PEO University Sponsors

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